GAM
Grandview Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
1,292
+135
| +12% | +$39.4K | 0.12% | 97 |
|
|
2025
Q1 | $361K | Buy |
1,157
+242
| +26% | +$75.5K | 0.14% | 88 |
|
|
2024
Q4 | $265K | Buy |
+915
| New | +$265K | 0.1% | 105 |
|
|
2024
Q2 | – | Sell |
-843
| Closed | -$238K | – | 81 |
|
|
2024
Q1 | $238K | Buy |
843
+14
| +2% | +$3.95K | 0.11% | 104 |
|
|
2023
Q4 | $246K | Sell |
829
-39
| -4% | -$11.6K | 0.13% | 102 |
|
|
2023
Q3 | $229K | Buy |
+868
| New | +$229K | 0.13% | 103 |
|
|
2023
Q2 | – | Sell |
-765
| Closed | -$214K | – | 89 |
|
|
2023
Q1 | $214K | Buy |
+765
| New | +$214K | 0.13% | 111 |
|
|
2022
Q1 | – | Sell |
-4,951
| Closed | -$1.33M | – | 139 |
|
|
2021
Q4 | $1.33M | Buy |
+4,951
| New | +$1.33M | 0.53% | 49 |
|
|
2021
Q3 | – | Sell |
-4,633
| Closed | -$1.07M | – | 93 |
|
|
2021
Q2 | $1.07M | Sell |
4,633
-289
| -6% | -$66.7K | 0.59% | 44 |
|
|
2021
Q1 | $1.1M | Sell |
4,922
-387
| -7% | -$86.7K | 0.59% | 49 |
|
|
2020
Q4 | $1.14M | Buy |
+5,309
| New | +$1.14M | 0.74% | 43 |
|
|
2019
Q4 | – | Sell |
-1,178
| Closed | -$246K | – | 93 |
|
|
2019
Q3 | $246K | Buy |
1,178
+3
| +0.3% | +$626 | 0.22% | 93 |
|
|
2019
Q2 | $244K | Buy |
+1,175
| New | +$244K | 0.23% | 94 |
|